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NACUBO Update on IRS Form 1098-T: The Form Everyone Loves to Hate

Hear from the experts on changes, current obligations, and best practices.

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Overview

How is your institution planning to report amounts paid for qualified tuition and related expenses in Box 1 of the 2018 Form 1098-T (furnished to students and the IRS in early 2019)? Complying with IRS Form 1098-T reporting requirements has long been a controversial and difficult process for many institutions. Congress changed a number of requirements related to the Form in recent years— and we anticipate even more when the IRS completes a rulemaking process that is currently underway. Many questions and issues that arose last year and in response to draft rules remain unanswered.

In November of 2017, NACUBO and campus experts helped to explain changes and current obligations, as well as offered best practices in both meeting compliance requirements and serving students and families.

Additional Resources


Webcast Form 1098-T

What You Will Learn

NACUBO’s professional development programs are designed to deliver the skills, concepts, and best practices for success to individuals in the business of higher education. After participating in this program, you will be able to:

  • Identify implementation issues that require advance planning, communication, and education.
  • Recognize the potential for further regulatory changes.
  • Review how two institutions transitioned to Box 1 reporting.
  • Understand current reporting requirements—and imminent changes.

Who Should Watch

  • Bursars
  • Controllers
  • Student Financial Services Staff
  • Tax Directors

CPE Information

There are no CPEs offered for this event.

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org.

Registration Rates

For registration assistance: 800.462.4916 or support@nacubo.org

Member Standard Ends January 1, 2222

$129.00

Non-Member Standard Ends January 1, 2222

$219.00

Sponsors

Upcoming